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Patriot Financial Group Insurance Agency’s PG&E PCG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-500
Closed -$5K – 2229
2021
Q3 		$5K Sell
500
-1,100
-69% -$10.4K ﹤0.01% 1702
2021
Q2 		$16K Sell
1,600
-2,200
-58% -$23.6K ﹤0.01% 1277
2021
Q1 		$44K Sell
3,800
-1,112
-23% -$12.9K 0.01% 810
2020
Q4 		$61K Buy
4,912
+4,800
+4,286% +$54.3K 0.02% 632
2020
Q3 		$1K Hold
112
– – ﹤0.01% 1582
2020
Q2 		$1K Buy
+112
New +$1.22K ﹤0.01% 1561
2017
Q4 		– Sell
-20
Closed -$1K – 960
2017
Q3 		$1K Hold
20
– – ﹤0.01% 887
2017
Q2 		$1K Buy
+20
New +$1.35K ﹤0.01% 892

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PCG Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of PG&E (PCG) in Q4 2021, closing a stake of 500 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in PCG in Q2 2017 and held it in 8 quarters. The position peaked at $61K in Q4 2020. 432 funds tracked by Wall St. Rank hold PCG as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining PG&E position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 500 PG&E shares in Q4 2021, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in PG&E in Q2 2017 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's PG&E position peaked at $61K in Q4 2020.
  • 432 funds tracked by Wall St. Rank held PG&E as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.